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The Mining Insider

The Mining Insider

Di: Logan Ore - The Pro Podcasters
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The Mining Insider - Daily Mining News & Industry Insights Welcome to The Mining Insider, the go-to daily mining podcast for industry professionals, investors, and decision-makers looking to stay ahead in the fast-moving world of mining. Hosted by Logan Ore, this five-minute daily briefing delivers critical updates, expert insights, and analysis on the biggest stories shaping the global mining industry. What You’ll Get in Every Episode: Breaking Mining News – The most important developments from around the world, including mergers, acquisitions, policy shifts, labor movements, and technological breakthroughs. Market Trends & Analysis – Key shifts in commodity prices, mining stock movements, and financial insights that impact the industry. Environmental, Social & Governance (ESG) Updates – How regulations, sustainability efforts, and ethical mining practices are reshaping the industry. Technological Innovations – The latest advancements in mining equipment, automation, AI, and resource extraction. Upcoming Events & Predictions – A preview of major mining-related conferences, government decisions, and industry announcements that could shape the future. Who Should Listen? Whether you’re an executive, engineer, analyst, trader, geologist, or mining enthusiast, The Mining Insider delivers concise, data-driven, and high-value insights to keep you ahead of the curve. Investors can track market movements and mining stock trends, while industry professionals get insider perspectives on operational and strategic shifts affecting the sector. Why Subscribe? Stay informed in just 5 minutes – No fluff, just high-impact mining news. Global coverage – We track developments from Canada, Australia, the U.S., Africa, Latin America, and beyond. Expert-driven analysis – Each episode is backed by primary sources, trade reports, and verified industry data. Timely & actionable insights – Know what’s happening today and how it affects the future of mining. The Mining Insider: Your Competitive Edge in Mining & Resources With a rapidly evolving landscape, The Mining Insider ensures you never miss the latest breakthroughs, policy changes, and investment opportunities. Whether it’s a major discovery, government regulation, or market shift, we break it down with clarity, depth, and relevance. Subscribe today on Spotify, Apple Podcasts, Google Podcasts, or your favorite podcast platform, and join the industry professionals, executives, and investors who rely on The Mining Insider for their daily mining news. Follow us for updates: @TheMiningInsiderCopyright 2026 Logan Ore - The Pro Podcasters Politica e governo
Episodi
  • Quake Spares Cobre Panama, Chile's Copper Output Hits a Multi-Year Low, and Fortescue Cash Falls 37%

    Quake Spares Cobre Panama, Chile's Copper Output Hits a Multi-Year Low, and Fortescue Cash Falls 37%
    Oct 11 2026
    Panama Quake Spares Cobre Panama as Restart Talks Loom: First, Panama, where the country's strongest earthquake in more than seven decades has left one of the world's biggest idled copper mines intact. The magnitude 7.7 quake struck Herrera Province on Friday, more than 120 miles southwest of the Panama Canal, according to the U.S. Geological Survey, as reported by The Edge. An early U.S.G.S. estimate puts economic losses above one billion dollars, about 1.4 billion Canadian. Chile's August Copper Output Falls to Its Lowest Since at Least 2023: Next, Chile, where fresh numbers show how much supply has already slipped before the latest strikes. Using data from the state copper commission, Cochilco, The Rio Times reports national mine output in August was 366,300 tonnes, down 12.7 percent from a year earlier. That was the lowest monthly total in Cochilco's tables since at least January 2023. For the first eight months, output is 3.25 million tonnes, down 7.7 percent. Cochilco marks all 2026 figures as provisional. Fortescue's Cash Falls 37% as the China Standoff Drags On: Meanwhile, in Western Australia, Fortescue is paying a visible price for its dispute with China's state-backed buyer. Reuters reports cash fell 37 percent in the September quarter to 3.2 billion dollars, from 5.1 billion three months earlier. Net debt more than tripled, to 2.8 billion dollars from 0.9 billion at the end of June. Kenmare May Be Better Off Holding Out as Abu Dhabi Circles: Finally, Dublin, where The Irish Times says Kenmare Resources may be better off holding out. Abu Dhabi's International Resources Holding, a unit of International Holding Company, has made a non-binding proposal for the titanium minerals miner. The Irish Takeover Panel has set a November 17 deadline for a firm bid. No price or conditions have been reported. Sources: - The Edge Malaysia (US Geological Survey figures) — Panama Quake Spares Cobre Panama as Restart Talks Loom: https://theedgemalaysia.com/node/821350 - Shanghai Metals Market — Panama Quake Spares Cobre Panama as Restart Talks Loom: https://news.metal.com/newscontent/104150513-cobre-panama-copper-mine-stable-after-major-earthquake-strikes-panama - Reuters — Panama Quake Spares Cobre Panama as Restart Talks Loom: https://www.reuters.com/business/panama-commission-recommends-reopening-first-quantum-mine-order-gradually-close-2026-09-30/ - The Rio Times (Cochilco data) — Chile's August Copper Output Falls to Its Lowest Since at Least 2023: https://www.riotimesonline.com/chile-escondida-copper-output-august-2026/ - Mining.com.au (Codelco August output) — Chile's August Copper Output Falls to Its Lowest Since at Least 2023: https://mining.com.au/indonesia-proposes-critical-minerals-partnership-with-chile/ - teleSUR English — Chile's August Copper Output Falls to Its Lowest Since at Least 2023: https://www.telesurenglish.net/centinela-mine-strike/ - Reuters via Mining.com.au — Fortescue's Cash Falls 37% as the China Standoff Drags On: https://mining.com.au/fortescue-cash-falls-37-amid-china-curbs/ - Mining.com — Fortescue's Cash Falls 37% as the China Standoff Drags On: https://www.mining.com/web/fortescue-says-dispute-with-chinas-cmrg-hits-iron-ore-sales/ - The Irish Times — Kenmare May Be Better Off Holding Out as Abu Dhabi Circles: https://www.irishtimes.com/business/markets/2026/10/10/kenmare-resources-oman-abu-dhabi-takeover-mozambique-mine-michael-carvill-tom-hickey/ - Perplexity Finance (UBS expectation) — Tomorrow's Flashpoint: https://www.perplexity.ai/finance/RIO
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    10 min
  • Copper Posts a Weekly Gain, Gold Rebounds From a Two-Month Low, and Glencore Readies Its ASX Debut

    Copper Posts a Weekly Gain, Gold Rebounds From a Two-Month Low, and Glencore Readies Its ASX Debut
    Oct 10 2026
    Copper Posts a Weekly Gain as Yangshan Premium Hits a Four-Year High: First, copper, which ended the week higher on supply risk and a returning Chinese buyer. Reuters reports London benchmark copper was up 1.6 percent at 14,541 dollars a tonne by 16:04 GMT Friday, on track for a 2.0 percent weekly gain. Bloomberg has the settlement at 14,540 dollars. Gold Rebounds From a Two-Month Low as Yields Retreat: Next, gold, which recovered most of the week's damage on Friday. Reuters, via CNBC, reports spot gold rose 1.6 percent to 4,198 dollars and 99 cents an ounce by 3:13 p.m. Eastern, a one-week high. December U.S. futures settled up 1.43 percent at 4,216 dollars and 30 cents, and closed up 1.3 percent on the week. Spot silver gained 2.7 percent to 60 dollars and 93 cents. Kamoa-Kakula Copper Output Rises 19% but Guidance Stays at the Low End: Meanwhile, in the Democratic Republic of Congo, Ivanhoe Mines reported Kamoa-Kakula produced 76,401 tonnes of copper in saleable products in the third quarter. That is up 19 percent from 64,328 tonnes in the second quarter, according to the company's release as summarized by LME Insight. Glencore Pitches Electrification Ahead of Its October 14 ASX Listing: Next, Glencore, which lists on the Australian Securities Exchange on Wednesday. Chief executive Gary Nagle told Reuters on Friday that interest from investors is "very strong," and said he believes the company could join the S&P/ASX 200 within 12 months, with analysts suggesting half that time. EU Names 46 Strategic Raw Materials Projects Across 16 Countries: Finally, policy in Brussels. The European Commission selected 46 new strategic projects across 16 member states under the Critical Raw Materials Act, from 102 applications, according to Mining Technology. The projects cover 15 of the 17 strategic raw materials in the law. Sources: - Reuters via Mining.com.au — Copper Posts a Weekly Gain as Yangshan Premium Hits a Four-Year High: https://mining.com.au/copper-price-heads-for-a-weekly-gain-on-mine-supply-risks-china-demand/ - Bloomberg — Copper Posts a Weekly Gain as Yangshan Premium Hits a Four-Year High: https://www.bloomberg.com/news/articles/2026-10-09/copper-set-for-weekly-gain-on-china-s-return-and-supply-concerns - Reuters via CNBC — Gold Rebounds From a Two-Month Low as Yields Retreat: https://www.cnbc.com/amp/2026/10/09/gold-rises-on-softer-dollar-easing-yields-fed-outlook-in-focus.html - Ivanhoe Mines (Q3 2026 release) — Kamoa-Kakula Copper Output Rises 19% but Guidance Stays at the Low End: https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-reports-76401-tonnes-of-copper-produced-by-kamoa-kakula-for-q3-2026/ - LME Insight — Kamoa-Kakula Copper Output Rises 19% but Guidance Stays at the Low End: https://www.lmeinsight.com/kamoa-kakula-copper-output-rises-19-as-recovery-continues/ - Reuters — Glencore Pitches Electrification Ahead of Its October 14 ASX Listing: https://www.reuters.com/business/retail-consumer/glencore-sees-electrification-trend-driving-strong-uptake-australia-listing-2026-10-09/ - Global Banking and Finance (Reuters text) — Glencore Pitches Electrification Ahead of Its October 14 ASX Listing: https://www.globalbankingandfinance.com/glencore-sees-electrification-trend-driving-strong-uptake/ - Mining Technology — EU Names 46 Strategic Raw Materials Projects Across 16 Countries: https://www.mining-technology.com/news/ec-46-projects-raw-material-supply/ - LME Insight (KGHM designation) — EU Names 46 Strategic Raw Materials Projects Across 16 Countries: https://www.lmeinsight.com/tag/news/ - Eldorado Gold (Skouries designation) — EU Names 46 Strategic Raw Materials Projects Across 16 Countries: https://www.globenewswire.com/news/industrials-utilities/metals-mining
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    12 min
  • Centinela Output Could Halve in November, Indonesia Weighs a Nickel Smelter Moratorium, and Kazatomprom Picks China

    Centinela Output Could Halve in November, Indonesia Weighs a Nickel Smelter Moratorium, and Kazatomprom Picks China
    Oct 9 2026
    Unions Say Centinela Output Could Halve in November as Copper Premiums Climb: First, copper, where a strike in Chile is meeting a thin market. Reuters reports unions at Antofagasta's Centinela mine said Thursday that the full impact of their strike is expected in November, when production could decrease by half. They say early effects will worsen gradually because a large amount of waste rock has to be removed. The unions say they represent more than half of the mine's critical operators and over 60 percent of its equipment maintenance workers. Antofagasta declined to comment on the estimate and has said it will maintain production guidance. Indonesia Weighs a Moratorium on Semi-Finished Nickel Smelters: Next, nickel, where Indonesia is considering a brake on its own growth. Coordinating Minister for Downstreaming and Energy Transition Bahlil Lahadalia said the government is weighing a moratorium or restrictions on new smelters that produce semi-processed nickel, the Jakarta Post reports. He put nickel supply ahead of demand by about 2.5 million tonnes, and said 50 to 60 percent of Indonesia's smelters still make semi-processed products. MMG Calls EU Concerns Over Anglo American Nickel Deal Unsupported: Meanwhile, in Brussels, MMG defended its 500 million dollar bid for Anglo American's Brazilian nickel business at a day-long hearing on Thursday, Reuters reports. The European Commission opened a full-scale investigation and warned last month that MMG could redirect ferronickel supplies away from Europe, which could hurt the bloc's stainless steel producers. LG Energy Solution Signs 240,000-Tonne Spodumene Deal With Elevra: Next, lithium, where a battery maker is locking in non-Chinese supply. LG Energy Solution said Thursday it signed a multi-year binding offtake agreement with Elevra Lithium for 240,000 dry metric tonnes of spodumene concentrate over four years. The supply comes from Elevra's operating North American Lithium project in Quebec, with deliveries expected to begin later this year. Kazatomprom Shareholders Approve China Uranium Sale, Reject Uranium One Deal: Finally, uranium. Shareholders of Kazatomprom approved a spot-term sale of uranium oxide concentrate to China's State Nuclear Uranium Resource Development Company, known as SNURDC, and did not approve a proposed supply agreement with Russia's Uranium One, according to results reported from the October 7 meeting. SNURDC is a subsidiary of State Power Investment Corporation. Sources: - Reuters via LSE.co.uk — Unions Say Centinela Output Could Halve in November as Copper Premiums Climb: https://www.lse.co.uk/news/strike-could-cut-november-output-at-chiles-centinela-copper-mine-by-half-unions-say-pjian0jxhzg1ffe.html - The Northern Miner — Unions Say Centinela Output Could Halve in November as Copper Premiums Climb: https://www.northernminer.com/news/copper-price-gains-as-chile-strike-threatens-output/1003895558/ - Reuters via Asharq Al-Awsat — Unions Say Centinela Output Could Halve in November as Copper Premiums Climb: https://english.aawsat.com/business/5327654-london-copper-rises-supply-risks-china-buying - The Jakarta Post (smelter moratorium) — Indonesia Weighs a Moratorium on Semi-Finished Nickel Smelters: http://www.thejakartapost.com/business/2026/10/08/indonesia-mulls-nickel-smelter-moratorium-as-global-supply-swells - Antara — Indonesia Weighs a Moratorium on Semi-Finished Nickel Smelters: https://en.antaranews.com/news/434681/indonesia-considers-moratorium-on-semi-finished-processing - The Jakarta Post (Weda Bay launch) — Indonesia Weighs a Moratorium on Semi-Finished Nickel Smelters: https://www.thejakartapost.com/business/2026/10/09/prabowo-launches-10-2b-nickel-downstream-projects-at-weda-bay - Reuters — MMG Calls EU Concerns Over Anglo American Nickel Deal Unsupported: https://www.reuters.com/business/finance/mmg-accuses-eu-antitrust-regulators-ignoring-evidence-backing-anglo-american-2026-10-08/ - LG Energy Solution — LG Energy Solution Signs 240,000-Tonne Spodumene Deal With Elevra: https://news.lgensol.com/company-news/press-releases/5412/ - Elevra Lithium (ASX release) — LG Energy Solution Signs 240,000-Tonne Spodumene Deal With Elevra: https://aapnews.aap.com.au/aapreleases/globenewswire9841837 - Mugglehead — Kazatomprom Shareholders Approve China Uranium Sale, Reject Uranium One Deal: https://mugglehead.com/kazatomprom-china-uranium-sale-vote-uranium-one-proposal/ - Kursiv Media — Kazatomprom Shareholders Approve China Uranium Sale, Reject Uranium One Deal: https://kz.kursiv.media/en/2026-10-08/engk-tank-kazatomprom-rejects-deal-with-russias-uranium-one-approves-contract-with-china/ - SP Angel via Share Talk — Kazatomprom Shareholders Approve China Uranium Sale, Reject Uranium One Deal: https://www.share-talk.com/sp-angel-todays-market-view-thursday-8th-october-2026/
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    12 min
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